Director of Operations, CCO
Integral to the successful development and implementation of Centerline’s processes and procedures, Matt oversees the firm’s operations and portfolio trading. He is part of our investment committee and contributes to the research that is vital to customizing our client’s individual portfolios. Matt also serves as CCO where he is responsible for managing all aspects of the firm’s compliance responsibilities and requirements.
Matt joined the firm with Andy, having worked at the UBS Private Wealth Management office in Louisville, where he had been fulfilling the objectives of high net worth clients since 2001. He earned a B.S. in Business Administration & Finance from the University of Dayton and holds Kentucky Life and Health Insurance licenses.
A native of Louisville, Matt and his wife Jenni have two young sons. He enjoys music and the arts, loves to kayak and snowboard, plays both golf and soccer and makes spending time with his family a top priority.